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shepard FINANCIAL Evolve with your Money Understanding how you are hard-wired to relate to money is key to growing and developing your plans for the future.

We are here to help.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Wealth is about more than money.Our wellbeing is one of the most important currencies we have. Taking care of our health...
10/09/2026

Wealth is about more than money.

Our wellbeing is one of the most important currencies we have. Taking care of our health is an investment in everything else we value: our time, our relationships, and the life we want to live.

This Breast Cancer Awareness Month, a few meaningful ways to put that currency first:

🎗️ Stay up to date on recommended screenings and talk with your healthcare provider about what’s appropriate for you.

🎗️ Learn about breast cancer risk factors and prevention.

🎗️ Support the people in your life who may be navigating a diagnosis, treatment, recovery, or loss.

🎗️ Consider supporting organizations advancing breast cancer research, education, and care.

“Health is wealth” may be an old saying, but there’s a reason it endures. Taking care of our wellbeing gives us more opportunity to spend our other currencies, like money and time, on who and what matters most.

October is officially Financial Planning Month, but at Shepard Financial, financial planning supports our clients year-r...
10/01/2026

October is officially Financial Planning Month, but at Shepard Financial, financial planning supports our clients year-round. Let's make your money work for you, no matter the season.

Happy National Coffee Day from your friends at Shepard Financial! If you love coffee as much as we do, let’s help you ma...
09/29/2026

Happy National Coffee Day from your friends at Shepard Financial! If you love coffee as much as we do, let’s help you make a financial plan that works without cutting your daily coffee run!

📱 More and more people are now using AI for financial questions.And with tools like ChatGPT adding bank account integrat...
09/23/2026

📱 More and more people are now using AI for financial questions.

And with tools like ChatGPT adding bank account integrations, personalized financial guidance is starting to feel more accessible than ever.

So yes, AI can help organize information, model scenarios, and answer technical questions faster than most people could on their own.

BUT… financial insight isn’t just a math problem.

AI cannot talk to you about the pros and cons of making a portfolio adjustment when stock prices are falling. It might struggle to fully weigh your family dynamics, health concerns, risk tolerance, competing goals, or what will actually help you feel confident in your decisions.

🧠 That is where human guidance still matters.

Vanguard’s long-running Advisor’s Alpha research highlights behavioral coaching as one of the most valuable aspects of a relationship.

Not stock picking. Not market timing.

Helping people manage emotion when the stakes are high.

🤝 The future is not AI vs. financial professionals.

The future is for those who use better tools while still bringing judgment, context, and a real understanding of the person behind the strategy.

Did you know your Medicare plan can change for next year even if you don't touch a thing?📬 Each fall, Medicare Advantage...
09/21/2026

Did you know your Medicare plan can change for next year even if you don't touch a thing?

📬 Each fall, Medicare Advantage and Part D plans send a letter called the Annual Notice of Change.

It arrives by September 30 and outlines what's different starting January 1: premiums, copays, network doctors, and covered medications.

Most people never open it. A large share of Medicare beneficiaries never compare their options.

Open Enrollment runs October 15 through December 7. Take the time to note what is changing for the coming year.

09/14/2026

HEY! Shepard FINANCIAL is finally on the signs at 701 US route 1 in Yarmouth Maine! Finding us used to be half the battle, but now we’re so happy to say the pathway is a little more clear!

Curious? Reach out for a time to come say “hey!”

Twenty-five years ago today, the world stopped.Never forget the lives lost. The families who carried on without them. Th...
09/11/2026

Twenty-five years ago today, the world stopped.

Never forget the lives lost. The families who carried on without them. The first responders who ran toward danger without hesitation.

And the unity that followed.

Some days aren't about lessons or takeaways. They're just about remembering.

As sundown approaches tomorrow, Rosh Hashanah marks the beginning of the Jewish New Year.More than a simple celebration,...
09/10/2026

As sundown approaches tomorrow, Rosh Hashanah marks the beginning of the Jewish New Year.

More than a simple celebration, this is a traditional season of deep introspection.

To hit pause, reflect honestly on the year that passed, and focus on what matters most: family, community, and our core values.

To all our clients, professional partners, and friends celebrating this weekend…

Shana Tova U'Metuka

May it be a healthy, peaceful, and deeply rewarding year for you and your loved ones.

đź“Ś Most families think they have until next June to file the FAFSA.For a lot of state and school aid, that's already too ...
09/09/2026

đź“Ś Most families think they have until next June to file the FAFSA.

For a lot of state and school aid, that's already too late.

FAFSA for the 2027-28 school year is set to open on October 1.

The federal deadline runs through June 30, 2028, but most states and colleges set their own deadlines, some as early as January, and aid is often awarded on a first-come, first-served basis.

File in October, and you're near the front of the line. Wait until spring, and the aid you were counting on may already be spoken for.

Tip: Create your FSA ID at StudentAid.gov before October 1 arrives, ahead of the day-one rush.

If you have a student applying to college this year, make a note in your calendar.

Do you know who just took the helm of the Fed?Kevin Warsh is the new Federal Reserve Chair, though most people have neve...
09/08/2026

Do you know who just took the helm of the Fed?

Kevin Warsh is the new Federal Reserve Chair, though most people have never heard his name. Unlike his predecessors, he doesn't have an academic background. He spent the last decade and a half at a private investment firm, not in a university lecture hall.

He's already signaling a different approach, promising shorter statements and more transparency in how the Fed communicates.

That matters more than it might seem. The Fed Chair's decisions ripple through the economy, affecting everything from mortgage rates to car loans to credit cards.

Lately, we've heard one question more than any other: What does this mean for me? Honestly, it depends on your situation. But knowing who's steering the ship is where smart financial decisions start.

What's your biggest question about this shift at the Fed?

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701 US Route One Suite 4
Yarmouth, ME
04096

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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